Lohman Company, PLLC

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09/28/2026

September has entered the chat. Which means Q4 is typing...

Before calendars fill up with year-end meetings, deadlines, budgets, holidays, tax planning, and everything else December somehow manages to squeeze into 31 days, there's a pretty valuable planning window happening right now.

Use it to review the books, look at aging receivables, revisit your tax strategy, compare where the business stands today to the goals and forecasts you set back in January, and start the financial conversations you'd much rather have now than on December 20th.

We can't make Q4 move any slower. But we can help you enter it a whole lot more prepared.

The best strategies don't come in a one-box-fits-all package.But if we WERE building a Tax Season Prep Starter Kit...we'...
09/17/2026

The best strategies don't come in a one-box-fits-all package.

But if we WERE building a Tax Season Prep Starter Kit...we'd have a few essentials. 🧾🧮📊

Clean books. Organized receipts. Updated financials. A look at estimated payments. A year-end plan. Maybe some coffee. ☕
And, of course, a CPA who actually knows your business.

Because while the starter kit might look similar, the strategy inside it shouldn't.

Different businesses. Different goals. Different numbers. Different tax strategies.

One thing we'd put in every box? Starting before tax season actually starts. 😉

Learn more about Lohman Company ➡️ https://lohmancompany.com/

Strategy

Your tax return isn't where tax planning starts. Your books tell the story first.And if you're finding personal expenses...
09/11/2026

Your tax return isn't where tax planning starts. Your books tell the story first.

And if you're finding personal expenses mixed in with business expenses, missing receipts, incorrectly categorized owner distributions, or transactions that haven't been reconciled in months...you've got some cleanup to do.

September is a great time to tackle it.

We're heading into the final stretch of the year, and once the holidays hit, December has a way of showing up very quickly.
Getting your books in order now means more than making tax season easier. Accurate financials give you a clearer picture of how the business is actually performing while there's still time to make decisions that can impact the year.

Better books = Better visibility = Better decisions = A much easier tax season.

That math works for us ➡️ https://lohmancompany.com/

Because good financial information isn't just for your tax return. It helps you run the business.

At Lohman, we have balanced lives, so you're well taken care of...Currently OOOThanks for reaching out! I'm out of the o...
09/07/2026

At Lohman, we have balanced lives, so you're well taken care of...
Currently OOO

Thanks for reaching out! I'm out of the office and fully unplugged…because a well-rested accountant is a sharper one, and that's part of how Lohman takes care of our clients too.

For anything time-sensitive, please contact your second point of contact at Lohman, who has full visibility into our work together and will take great care of you.

I'll respond as soon as I'm back

Talk soon,
One Refreshed Accountant

Some teams share spreadsheets. Ours also argues about sports teams.Jersey Day is officially underway at Lohman and with ...
09/04/2026

Some teams share spreadsheets. Ours also argues about sports teams.

Jersey Day is officially underway at Lohman and with football back and baseball at an all time high, office morale is looking pretty strong.

We take the work seriously, but we’re big believers that taking care of our people and having some fun along the way matters too.

Now, let the friendly team rivalries begin 🏈⚾🏀🏑

Two text threads. One question: 'are we good on cash for payroll this week?'The first goes unanswered for three months. ...
09/04/2026

Two text threads. One question: 'are we good on cash for payroll this week?'

The first goes unanswered for three months. The second gets a confirmed answer within two minutes.

This is a small example, but it's representative of a bigger point: the value of an accounting partner often shows up less in the big engagements and more in how quickly and reliably they respond when it matters!

If your finance partner isn't responding like the second thread, we should talk. 👇🏼

➡ https://lohmancompany.com/

We asked our team to describe the tell-tale signs of a CFO without actually saying the word 'CFO.' A few of the answers:...
09/02/2026

We asked our team to describe the tell-tale signs of a CFO without actually saying the word 'CFO.' A few of the answers:

➡ Checks the cash balance before checking email

➡ Has strong, unprompted opinions about Excel shortcuts

➡ Knows the exact day the bank statement drops, every month

➡ Visibly bothered by an unreconciled transaction

If you saw yourself in any of these, you're in good company. Curious what we missed - comment below 👇🏼

POV: it's been sitting in your Notes app since March. 📝If your financial to-do list looks anything like this one, you're...
09/01/2026

POV: it's been sitting in your Notes app since March. 📝

If your financial to-do list looks anything like this one, you're not alone (and you're not behind, we promise).

"Find an accountant, not just a bookkeeper" is at the top of basically everyone's list, right before it turns into "wait, why don't QuickBooks and the bank match?"

We started as a name on somebody else's list too. Ready to actually cross this one off? 👇

Lohman Company -> https://lohmancompany.com/

We put together our own scary movie lineup... let's just say the sequel is always worse if you ignore the warning signs ...
08/14/2026

We put together our own scary movie lineup... let's just say the sequel is always worse if you ignore the warning signs 😅

Which one hits closest to home?

The good news? Every one of these "horror stories" is completely avoidable with the right CPA as a partner in your corner.

Turns out we've been around long enough to have a little Chamber history. 😉During this month's Mesa Chamber of Commerce ...
08/11/2026

Turns out we've been around long enough to have a little Chamber history. 😉

During this month's Mesa Chamber of Commerce Executive Roundtable, Craig Lohman was surprised with a brand new Mesa Chamber member plaque.

Why? Someone recently spotted the original wooden plaque hanging in our office and joked that it had to be one of the "OG" Mesa Chamber plaques.

After 15 years as proud Mesa Chamber members...they weren't wrong.

A huge thank you to Sally Harrison, President and CEO of the Mesa Chamber of Commerce, and the entire Mesa Chamber team for the thoughtful surprise.

Here's to the next chapter and many more years of growing together.

Address

1630 S Stapley Drive, Ste 108
Mesa, AZ
85204

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

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